Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BANK OF ROMNEY
EIN 55-0267603bankingLatest filing 2025
Plans
2
Retirement
2
$26.4M assets
Welfare
0
Participants
168
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.4M assets / 168 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BANK OF ROMNEY DEFINED BENEFIT RETIREMENT PLAN
TraditionalDB
Assets$24.2M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE BANK OF ROMNEY 401(K) PLAN
401k
Assets$2.2M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BANK OF ROMNEY DEFINED BENEFIT RETIREMENT PLAN | TraditionalDB | $24.2M | 87 | 2025 | |
| 002 | THE BANK OF ROMNEY 401(K) PLAN | 401k | $2.2M | 81 | 2025 |
Retirement plans